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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,836 | $162,967+12.8% | $135,792+35.4% | $138,895+32.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.6%+2.4pp | 79.9%-4.9pp |
| Annual return | 20.55% | 30.08%-9.5pp | 25.96%-5.4pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,266 | $4,211-46.2% | $3,496-35.2% | $4,194-46.0% |
| Participant deferral / active EE | $7,952 | $5,640+41.0% | $4,759+67.1% | $6,396+24.3% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |